Colonial River Wealth Management, LLC Incresed Positions in Q3 2025

Colonial River Wealth Management, LLC

  • $246 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.19K
+ 12.56%
$45.54 - $48.43 $54.2K - $57.6K
10.7K $497K
LUV
Southwest Airlines CO

Industrials
1.95K
+ 13.58%
$29.06 - $37.7 $56.6K - $73.4K
16.3K $519K
FDX
Fedex Corp

Industrials
149
+ 8.37%
$217.1 - $243.2 $32.3K - $36.2K
1.93K $455K
IR
Ingersoll Rand Inc.

Industrials
615
+ 14.0%
$74.98 - $89.02 $46.1K - $54.7K
5.01K $413K
T
At&T Inc.

Communication Services
2.26K
+ 9.22%
$26.94 - $29.62 $60.8K - $66.9K
26.7K $755K
QCOM
Qualcomm Inc

Technology
124
+ 3.84%
$145.84 - $173.55 $18.1K - $21.5K
3.35K $557K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.36%
$567.77 - $614.76 $1.7K - $1.84K
839 $513K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
36
+ 8.04%
$534.91 - $598.71 $19.3K - $21.6K
484 $272K
ADP
Automatic Data Processing Inc

Industrials
162
+ 22.75%
$288.69 - $310.94 $46.8K - $50.4K
874 $256K
EMN
Eastman Chemical CO

Basic Materials
1.05K
+ 39.06%
$58.79 - $81.56 $61.6K - $85.5K
3.73K $235K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
864
+ 24.78%
$93.1 - $110.49 $80.4K - $95.5K
4.35K $405K
WM
Waste Management Inc

Industrials
185
+ 13.15%
$213.88 - $237.1 $39.6K - $43.9K
1.59K $351K
SCHW
Schwab Charles Corp

Financial Services
104
+ 2.34%
$91.03 - $98.69 $9.47K - $10.3K
4.55K $434K
LMT
Lockheed Martin Corp

Industrials
5
+ 0.68%
$410.74 - $499.21 $2.05K - $2.5K
739 $368K
HSY
Hershey CO

Consumer Defensive
3
+ 0.23%
$161.95 - $193.45 $486 - $580
1.34K $249K
VPU
Vanguard Utilities ETF

ETFs
25
+ 1.68%
$175.25 - $189.41 $4.38K - $4.74K
1.51K $286K
JCI
Johnson Controls International PLC

Industrials
69
+ 2.15%
$103.24 - $111.73 $7.12K - $7.71K
3.29K $361K
CTVA
Corteva, Inc.

Basic Materials
636
+ 16.25%
$67.08 - $77.12 $42.7K - $49K
4.55K $307K
DUK
Duke Energy Corp

Utilities
7
+ 0.3%
$116.31 - $125.93 $814 - $882
2.38K $294K
AXON
Axon Enterprise, Inc.

Industrials
67
+ 21.34%
$698.02 - $870.97 $46.8K - $58.4K
381 $273K
Capital Group Core Balanced
3.07K
+ 25.22%
N/A
15.2K $0
CHTR
Charter Communications, Inc.

Communication Services
244
+ 48.61%
$256.57 - $418.22 $62.6K - $102K
746 $205K
Invesco Actively Managed Exc
7.1K
+ 8.07%
N/A
95.1K $0
Astera Labs Inc
2.12K
+ 48.36%
N/A
6.51K $0
Talen Energy Corp
2.28K
+ 51.39%
N/A
6.71K $0
KO
Coca Cola CO

Consumer Defensive
778
+ 6.63%
$65.67 - $71.67 $51.1K - $55.8K
12.5K $829K
FCX
Freeport Mcmoran Inc

Basic Materials
655
+ 8.73%
$35.34 - $47.21 $23.1K - $30.9K
8.16K $320K
CALM
Cal Maine Foods Inc

Consumer Defensive
65
+ 2.72%
$94.1 - $119.16 $6.12K - $7.75K
2.45K $230K
PM
Philip Morris International Inc.

Consumer Defensive
919
+ 8.32%
$157.77 - $183.27 $145K - $168K
12K $1.94M
Activity Summary
Buys All Purchases 113 New Holdings 33 Increased Positions 80 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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